Difference between revisions of "Group Actions"

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[[File:GroupActions.png|right|frame|Group Actions]]
[[File:GroupActions.png|right|frame|Group Actions]]
<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />
===Overview===
Click the "Actions" tab to access the controls for managing the [[Groups|Group]].<br /><br />
<br />
Click the "Actions" tab to access the operations for managing the [[Groups|Group]].<br /><br />


<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Actions</h3><br />
===Group Actions===
* '''Edit this Group''' - The Accounts are listed in alphabetical order by name. Click on an Account to see more information about it, and to have access to the Manage Accounts functions.
<br />
* Click the "Filter" button if you want to show a list of ''all'' Accounts, a list of only the ''active'' Accounts, or a list of only the ''disabled'' Accounts.
* '''Edit this Group''' - Click the "Edit this Group" button to change the name or contact information for the Group.
* To search for a particular Account, enter a full or partial Account name into the textbox, and then click the "Refresh" button or press the [Enter] key.<br /><br />
:: The Distributor can't be edited. In order to change the Distributor, the Group must be "transfered" to a different Distributor.
* '''Add an Account''' - Click the "Add an Account for this Group" button to add a new Account to the Group. You will be prompted for the information necessary to create a new Account, and to add it to the Group.
:: You can transfer an Account to this Group from a different Group through "Manage Accounts" operations.
* '''Resend Activation Email''' - This operation will resend an activation email to all Users for the Group that have never logged in. You may add additional wording to the message if you want.
* '''Disable this Group''' - Groups can be disabled, rather than deleted, which means they can be re-activated in the future. To disable a Group, click the "Disable this Group" button. Only [[User Roles and Privileges|users with the role of Distributor Admin]] or above can disable Groups.<br /><br />
 
 
<div style="text-align: right;"><small>GC-01-OUM-0064 Rev A</small></div>

Latest revision as of 21:24, 19 July 2017

Groups
Group Actions Tab


Group Actions

Overview


Click the "Actions" tab to access the operations for managing the Group.

Group Actions


  • Edit this Group - Click the "Edit this Group" button to change the name or contact information for the Group.
The Distributor can't be edited. In order to change the Distributor, the Group must be "transfered" to a different Distributor.
  • Add an Account - Click the "Add an Account for this Group" button to add a new Account to the Group. You will be prompted for the information necessary to create a new Account, and to add it to the Group.
You can transfer an Account to this Group from a different Group through "Manage Accounts" operations.
  • Resend Activation Email - This operation will resend an activation email to all Users for the Group that have never logged in. You may add additional wording to the message if you want.
  • Disable this Group - Groups can be disabled, rather than deleted, which means they can be re-activated in the future. To disable a Group, click the "Disable this Group" button. Only users with the role of Distributor Admin or above can disable Groups.


GC-01-OUM-0064 Rev A
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